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FKU - ETF AI Analysis
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First Trust United Kingdom AlphaDEX Fund (FKU)
Rating:67Neutral
Price Target:
$52.00
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid year-to-date returns, indicating strong overall momentum.
Sector Diversification
The fund is spread across multiple sectors, reducing the risk of being overly reliant on one industry.
Focused Geographic Exposure
The ETF’s heavy focus on UK companies allows investors to target a specific market with growth potential.
Negative Factors
High Expense Ratio
The fund charges a relatively high expense ratio, which can eat into investor returns over time.
Underperforming Holdings
Some top holdings, such as JD Sports Fashion, have shown weak performance, which could drag on the fund.
Limited Global Diversification
With nearly all assets concentrated in the UK, the fund lacks exposure to other global markets, increasing regional risk.
FKU vs. SPDR S&P 500 ETF (SPY)
AUM75.51M
RegionEurope
Expense Ratio0.80%
Beta0.66
IssuerFirst Trust
Inception DateFeb 14, 2012
Dividend Yield3.42%
Asset ClassEquity
Index TrackedNASDAQ AlphaDEX United Kingdom Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,716
30 Day Avg. Volume3,384
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
54.22Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering76
FKU Summary
The First Trust United Kingdom AlphaDEX Fund (FKU) is an ETF that focuses on the UK stock market, using a special strategy to pick companies with strong growth potential. It includes a mix of large, mid, and small companies across different industries, such as financials, consumer goods, and materials. Some of its top holdings are Rio Tinto, a mining company, and JD Sports Fashion, a retail brand. Investors might consider FKU for diversification and exposure to the UK market. However, since it heavily focuses on UK stocks, its performance can be impacted by changes in the UK economy.
How much will it cost me?The First Trust United Kingdom AlphaDEX Fund (FKU) has an expense ratio of 0.8%, which means you’ll pay $8 per year for every $1,000 invested. This is higher than average because the fund is actively managed, using a proprietary stock selection process to try to outperform traditional market indexes.
What would affect this ETF?The First Trust United Kingdom AlphaDEX Fund (FKU) could benefit from positive developments in the UK economy, such as growth in the financial and consumer cyclical sectors, which make up a significant portion of its holdings. However, challenges like rising interest rates or economic uncertainty in Europe could negatively impact its performance, particularly in sectors like real estate and consumer spending. Additionally, regulatory changes or geopolitical tensions affecting the UK could influence the ETF's returns.
FKU Top 10 Holdings
The First Trust United Kingdom AlphaDEX Fund (FKU) leans heavily on financials, which make up over a quarter of its holdings, with names like Bank of Georgia Group showing steady growth but lacking standout momentum. Materials stocks, including Fresnillo and Rio Tinto, are rising thanks to strong cash flows and operational efficiency, providing a solid lift to the fund. However, consumer-focused names like JD Sports Fashion are showing mixed signals, with margin pressures and flat year-to-date performance holding back gains. Overall, the fund’s focus on UK equities offers a diverse mix, but its reliance on financials and materials could make it sensitive to sector-specific headwinds.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| FRESNILLO | 3.09% | $2.32M | £15.83B | 185.76% | 72 Outperform | |
| Rio Tinto | 2.64% | $1.98M | £92.19B | 5.40% | 79 Outperform | |
| International Consolidated Airlines | 2.50% | $1.88M | £18.93B | 96.61% | 79 Outperform | |
| St. James's Place | 2.36% | $1.77M | £7.04B | 63.42% | 64 Neutral | |
| JD Sports Fashion | 2.31% | $1.73M | £4.98B | -22.64% | 79 Outperform | |
| Associated British Foods | 2.31% | $1.73M | £16.32B | 0.22% | 73 Outperform | |
| Bank of Georgia Group Plc | 2.28% | $1.71M | £3.40B | 97.47% | ― | |
| Endeavour Mining | 2.28% | $1.71M | £7.36B | 72.37% | ― | |
| Babcock International | 2.24% | $1.68M | £6.21B | 162.91% | 67 Neutral | |
| 3i Group plc | 2.23% | $1.68M | £43.82B | 37.17% | 85 Outperform |
FKU Technical Analysis
Positive
―
Price Trends
47.82
Positive
46.98
Positive
43.67
Positive
Market Momentum
0.20
Positive
52.49
Neutral
69.58
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FKU, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 48.42, equal to the 50-day MA of 47.82, and equal to the 200-day MA of 43.67, indicating a neutral trend. The MACD of 0.20 indicates Positive momentum. The RSI at 52.49 is Neutral, neither overbought nor oversold. The STOCH value of 69.58 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FKU.
FKU Peer Comparison
Comparison Results
Performance Comparison
FKU
First Trust United Kingdom AlphaDEX Fund
48.39
9.63
24.85%
EWU
iShares MSCI United Kingdom ETF
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FLGB
Franklin FTSE United Kingdom ETF
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FEUZ
First Trust Eurozone AlphaDEX ETF
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EUDG
WisdomTree Europe Quality Dividend Growth Fund
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EWUS
iShares MSCI United Kingdom Small Cap ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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